From modest beginnings in Anglesea, Coastline Advice was founded by Darryn Jacobs in 2002 and has since transformed into one of the region’s premier Financial Advice and Mortgage Broking firms.
Renowned for our goal-based and personalised financial strategies, Coastline has earned multiple prestigious awards, including Astrum’s esteemed Large Practice of the Year award in 2022. As a testament to our growth and success, we now have four offices in Torquay, Anglesea, Barwon Heads and Wonthaggi.
Our purpose
We love financial advice
We are a team of more than twenty highly skilled and local professionals who share an unwavering passion for guiding our community through the intricate world of finance, and empowering them to reach their full financial potential.
At Coastline Advice we have first-hand experience dealing with the needs, aspirations, and even reservations of clients. We aim to inspire every client to imagine their best life, believe the possibilities, and help them achieve it.
The most common feedback we get from our clients is they wish they had met us sooner…
Meet the team
Coastline is so much more than a financial planning firm
We help clients imagine the life they want, believe it is possible and help them achieve it.
We take the time to understand you and the life you want to lead.
We partner with you on your journey and life’s major milestones.
We provide informed financial advice to get you where you want to be.
Our process
Our Financial Advice is an ongoing process, constantly evolving and changing with you. Yet our process can always be broken down into a few simple steps, allowing you to understand your financial journey and be confident in the process.
Track
Action
Advice
Explore
Discover
imagine.
believe.
achieve.
Track
We keep you on track with regular communication & reviews. Our ongoing service will help you adjust and adapt to make the most of any changes.
Action
We make it happen by turning our advice into action. We make the implementation process as simple for you as possible.
Advice
We present our findings, recommendations & strategies on how to achieve your goals in a realistic timeframe.
Explore
We explore the gaps in your situation & how to bridge them with financial modelling designed to achieve real outcomes.
Discover
We understand your current financial position first, then uncover your goals by focusing on your plans, needs & ambitions.
imagine.
believe.
achieve.
What Coastline Advice Stands For
Authenticity
We are real people that genuinely want to see you achieve the future you want.
Connection
We are locals, living and breathing where we work and sharing a passion for our local community with our clients.
Outcomes
We partner with our clients to help them achieve their ideal lifestyle, whatever that may be.
How We Help
Our goal is to help you achieve yours, whatever you're driven to, we'll help get you there.
